True Blue Financial’s First Trust Managed Municipal ETF FMB Stock Holding History

True Blue Financial’s Portfolio FMB Stock Details FMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.5M	Buy	281,978 +12,550	+5%	+$642K	6.11%	3
2026 Q1	$13.6M	Buy	269,428 +21,459	+9%	+$1.1M	10.76%	1
2025 Q4	$12.7M	Buy	+247,969	New	+$12.7M	10.47%	2

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

True Blue Financial's FMB Position: Q2 2026 in Review

True Blue Financial increased its First Trust Managed Municipal ETF (FMB) stake by 4.7% in Q2 2026, buying an estimated $642K and bringing the position to 281,978 shares worth $14.5M. The position accounts for 6.11% of the portfolio, ranked #3.

True Blue Financial first reported a position in FMB in Q4 2025 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

True Blue Financial held 281,978 shares of First Trust Managed Municipal ETF worth $14.5M as of Q2 2026.
True Blue Financial bought 12,550 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $642K.
First Trust Managed Municipal ETF made up 6.11% of True Blue Financial's portfolio in Q2 2026, its #3 holding.
True Blue Financial first reported a position in First Trust Managed Municipal ETF in Q4 2025 and has held it in 3 quarters since.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on True Blue Financial's 13F filing for Q2 2026, filed 17 Jul 2026.